Since 2003, The Coastal Financial Planning Group has been helping seniors and soon-to-be retirees secure their financial future through sound financial planning and tactical wealth management strategies.
As Wealth Allocation & Distribution specialists we help our clients create a financial decision making process that is designed to help them make stronger financial decisions
2021 EP0220 UNDERSTANDING YOUR INVESTMENT OPTIONS
UNDERSTANDING YOUR INVESTMENT OPTIONS – There are many different options when it comes to investment, and each has potential benefits and disadvantages that should be considered carefully when deciding how to deploy your hard-earned dollars and the probability of the results you might expect. Listen as Rick Durkee discusses this topic and more on this week’s episode.
2021 EP0102 - NAVIGATING RETIREMENT - NEW YEAR FINAL
IT’S (FINALLY) 2021! – What could continued volatility in 2021 look like? What does this mean to the average saver, investor, or retiree? Listen as Rick Durkee addresses these questions and more on this week’s episode.
2020 EP1219 NAVIGATING RETIREMENT - RESOLUTIONS
FINANCIAL RESOLUTIONS – One of the biggest holes in planning that become even more apparent this year during the pandemic was how underinsured most families are. This is a perfect time to review, update, or get life insurance. This is just one resolution that Rick Durkee discusses in this week’s episode.
2020 EP1024 NAVIGATING RETIREMENT - ROTH PART 4
ROTH PART 4 – On this week’s episode Rick Durkee will be addressing the reasons for, benefits of, and strategies to accomplish building tax-free money in your Roth IRA.
2020 EP1024 NAVIGATING RETIREMENT - ROTH PART 3
ROTH PART 3 – On this week’s episode Rick Durkee will be addressing the reasons for, benefits of, and strategies to accomplish building tax-free money in your Roth IRA.
2020 EP1017 NAVIGATING RETIREMENT - ROTH PART 2
TAKING RISK PART 2 – Whether we want to make the connection or not, when we take risks with our money, we are actually risking our lifestyle. How can we position assets to help us protect our lifestyle and financial security? In this week’s episode, Rick Durkee will be addressing risk and how to identify it.